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WisdomTree Emerging Markets SmallCap Dividend Fund

131 hedge funds and large institutions have $776M invested in WisdomTree Emerging Markets SmallCap Dividend Fund in 2013 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 66 increasing their positions, 31 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 9

113% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 31

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

8% more funds holding

Funds holding: 121131 (+10)

8% more capital invested

Capital invested by funds: $721M → $776M (+$55.2M)

5.62% less ownership

Funds ownership: 51.68%46.06% (-5.6%)

67% less call options, than puts

Call options by funds: $1.49M | Put options by funds: $4.53M

Holders
131
Holders Change
+10
Holders Change %
+8.26%
% of All Funds
4.25%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.39%
New
20
Increased
66
Reduced
31
Closed
9
Calls
$1.49M
Puts
$4.53M
Net Calls
-$3.04M
Net Calls Change
-$3.04M
Name Holding Trade Value Shares
Change
Change in
Stake
GCT
51
Galaxy Capital Trading
British Virgin Islands
$1.52M -$1.38M -29,934 -48%
LS
52
Lattice Strategies
Pennsylvania
$1.47M +$73K +1,580 +5%
BCI
53
Brinker Capital Investments
Pennsylvania
$1.43M
WIC
54
Woodmont Investment Counsel
Tennessee
$1.35M +$110K +2,374 +9%
SC
55
SouthState Corp
Florida
$1.34M +$45.4K +982 +4%
AssetMark Inc
56
AssetMark Inc
California
$1.31M +$1.3M +28,176 New
MFP
57
Mosaic Financial Partners
California
$1.27M
AFG
58
Albion Financial Group
Utah
$1.27M
NCM
59
Noesis Capital Mangement
Florida
$1.22M +$1.21M +26,130 New
PGA
60
Portland Global Advisors
Maine
$1.17M +$111K +2,405 +11%
AWA
61
AmeriServ Wealth Advisors
Pennsylvania
$1.13M +$19.6K +425 +2%
VFS
62
VSR Financial Services
Kansas
$1.1M +$113K +2,437 +11%
FIAS
63
FinTrust Investment Advisory Services
South Carolina
$1.08M +$127K +2,740 +13%
SCG
64
Strategic Capital Group
Washington
$1.08M +$246K +5,324 +30%
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$997K -$102K -2,200 -9%
HDIM
66
Hanson & Doremus Investment Management
Vermont
$977K +$560K +12,117 +137%
RIL
67
Rothschild Investment LLC
Illinois
$974K +$208K +4,508 +28%
PMG
68
ProVise Management Group
Florida
$943K +$50.8K +1,098 +6%
MIH
69
Madison Investment Holdings
Wisconsin
$928K -$15.5K -335 -2%
VKH
70
Virtu KCG Holdings
New York
$921K +$912K +19,741 New
BHIA
71
Birch Hill Investment Advisors
Massachusetts
$910K -$112K -2,430 -11%
TIM
72
Tortoise Investment Management
New York
$872K +$19.6K +425 +2%
TBA
73
Train Babcock Advisors
New York
$869K +$86.7K +1,875 +11%
Comerica Bank
74
Comerica Bank
Texas
$793K +$786K +17,007 New
Ameriprise
75
Ameriprise
Minnesota
$788K +$241K +5,224 +45%